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- Legal Hold Management
- Who it's for
- Multi-entity legal operations
Multi-entity legal operations
Teams supporting several organizations need to keep matter ownership and preservation records tied to the correct entity.
How Legal Hold Management is set up for you
Keep the matter identifiable
Organization records identify the owning context of matters and custodian holds. Team members belong to organizations, while the matter keeps its assigned owner and counterparty. Review decisions and receipts remain linked to their parent matters.
Separate preparation from decision
Legal Operations prepares the custodian instruction; Hold Reviewer records the decision against the revision that was submitted.
Carry exceptions forward
A failed operation receipt, overdue deadline or returned review remains visible until the responsible person investigates it.
Teams supporting several organizations need to keep matter ownership and preservation records tied to the correct entity.
A shared legal team may work across entities, but each hold and matter must retain its organization reference. Give a reviewer a case in their permitted scope and another case outside it. The first should show the relevant decision and receipt; the second should remain inaccessible. Repeat the check after changing a team member’s organization or role assignment.
Pilot one organization before importing matters from another. Test staff scope with a record outside their assigned organization, then check the operations screen with authorized accounts. Add a conflict case and a failed operation to the rehearsal. The team should confirm that the parent matter, review reason and any recorded receipt can be found without relying on a separate conversation. Agree how documents and attachments are classified before giving staff access to sensitive material.
[Plan the rollout](/legal-hold-management/implementation) and [review permissions](/legal-hold-management/roles).
Features to start with
Roles on the team
- Admin
- Sets organization and staff access for the legal operations workspace.
- Matter Owner
- Owns intake, engagement context and case milestones for assigned matters.
- Legal Operations
- Prepares preservation holds and matter evidence for independent review.
- Hold Reviewer
- Makes independent decisions on submitted preservation revisions.
Set up Legal Hold Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.